Advisory
Latest News
Zone & Co Launches ZoneBilling AI Assistant
IRS Extends Tax Deadlines Until May For Helene Victims
Avantax Acquires SEP Financial Services
Sovos Launches Indirect Tax Suite for SAP, Enhances Clean Core Readiness
BPM Launches Data Analytics Service Aimed at Delivering Clients Actionable Insights
The Data Analytics team provides clients with reliable insights, enabling them to make data-driven decisions to propel growth, manage risks and improve overall business performance.
What’s for Dinner?
Try thinking about what changes you would like to make to your business or your regular routine, and use the concepts presented here to move forward.
Making the Leap from Tax Compliance to Advisory Services
Tax compliance may seem far from advisory services, but it’s an amazing place to start. Your clients know, like, and trust you, and most want more from you. This starts with increasing your capacity so you have time to take on this work.
From Transactional to Transformational: How to Activate Your Advisory Services
For tax professionals, “advisory services” is a term that can be both vague and intimidating. However, it’s highly likely that you’re already providing these services without even realizing it.
From Transactional to Transformational: How to Activate Your Advisory Services
Here are three tips to help you understand, adopt, and grow your advisory services, and change your client relationships from transactional to transformational.
The Technology Lab Podcast – Review of PlanGuru – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review PlanGuru, an intelligent financial analytics and forecasting system that helps businesses and nonprofits make better decisions.
The Technology Lab Podcast – Review of WeIntegrate – Oct. 2022
Randy Johnston and Brian Tankersley, CPA.CITP, CGMA review WeIntegrate, which provides small businesses with automated integration of Shopify and QuickBooks Online near real-time, saving time and increasing accuracy.
Cyber Insurance for Accounting Firms: Coverage Options and Provider Expectations
Many insurers are demanding more from firms in terms of cyber resilience, so firms should expect rigorous questioning about their cybersecurity protocol when they seek coverage.